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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,026 | $88,815-65.1% | $81,882-62.1% | $145,897-78.7% |
| Participation rate | 55.0% | 75.1%-20.1pp | 72.4%-17.4pp | 80.3%-25.3pp |
| Annual return | 10.42% | 1033.75%-1023.3pp | 779.47%-769.1pp | 552.29%-541.9pp |
| Employer contribution / active EE | $962 | $3,086-68.8% | $2,916-67.0% | $4,663-79.4% |
| Participant deferral / active EE | $2,465 | $4,647-47.0% | $4,323-43.0% | $6,689-63.1% |
| Admin fee / account holder | $9,107 | $8,434+8.0% | $7,360+23.7% | $13,390-32.0% |